Sound Portfolio Advisors, LLC Top Holdings and 13F Report (2026) About Sound Portfolio Advisors, LLCInvestment ActivitySound Portfolio Advisors, LLC has $123.11 million in total holdings as of March 31, 2026.Sound Portfolio Advisors, LLC owns shares of 44 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 3.94% of the portfolio was purchased this quarter.About 0.73% of the portfolio was sold this quarter.This quarter, Sound Portfolio Advisors, LLC has purchased 33 new stocks and bought additional shares in 7 stocks.Sound Portfolio Advisors, LLC sold shares of 16 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Total Stock Market ETF $23,282,465SPDR Bloomberg 1-3 Month T-Bill ETF $22,318,601Schwab Fundamental International Equity ETF $18,786,037iShares MSCI USA Min Vol Factor ETF $6,182,816iShares MSCI USA Momentum Factor ETF $6,023,509 Largest New Holdings this Quarter 46625H100 - JPMorgan Chase & Co. $787,466 Holding744573106 - Public Service Enterprise Group $530,061 Holding921935870 - Vanguard Short-Term Tax-Exempt Bond ETF $404,560 Holding459200101 - International Business Machines $362,373 Holding023135106 - Amazon.com $354,059 Holding Largest Purchases this Quarter JPMorgan Chase & Co. 2,677 shares (about $787.47K)Public Service Enterprise Group 6,548 shares (about $530.06K)Vanguard Short-Term Tax-Exempt Bond ETF 4,000 shares (about $404.56K)SPDR Bloomberg 1-3 Month T-Bill ETF 4,205 shares (about $385.35K)International Business Machines 1,495 shares (about $362.37K) Largest Sales this Quarter Vanguard High Dividend Yield ETF 707 shares (about $104.71K)iShares MSCI USA Min Vol Factor ETF 1,074 shares (about $99.60K)Vanguard Total Stock Market ETF 290 shares (about $93.03K)Schwab Fundamental International Equity ETF 1,674 shares (about $81.91K)First Trust SMID Cap Rising Dividend Achievers ETF 1,692 shares (about $66.72K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSound Portfolio Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$23,282,465$93,035 â–¼-0.4%72,57418.9%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$22,318,601$385,345 â–²1.8%243,54718.1%ETFFNDFSchwab Fundamental International Equity ETF$18,786,037$81,909 â–¼-0.4%383,93715.3%ETFUSMViShares MSCI USA Min Vol Factor ETF$6,182,816$99,603 â–¼-1.6%66,6685.0%ETFMTUMiShares MSCI USA Momentum Factor ETF$6,023,509$50,158 â–²0.8%25,0994.9%ETFEYLDCambria Emerging Shareholder Yield ETF$5,819,223$43,356 â–¼-0.7%140,5274.7%ETFCVLCCalvert US Large-Cap Core Responsible Index ETF$5,497,720$9,127 â–²0.2%68,6704.5%ETFBRK.BBerkshire Hathaway$5,085,270$11,022 â–²0.2%10,6124.1%FinanceFIDELITY COVINGTON TRUST$4,382,625$11,507 â–¼-0.3%121,8753.6%ENHANCED MIDSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$3,788,237$66,716 â–¼-1.7%96,0753.1%ETFDFATDimensional U.S. Targeted Value ETF$3,083,406$19,672 â–¼-0.6%49,3742.5%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$2,442,918$32,237 â–¼-1.3%27,8112.0%ManufacturingBRK.ABerkshire Hathaway$2,154,4200.0%31.8%FinanceXOMExxonMobil$1,051,553$10,180 â–¼-1.0%6,1980.9%EnergyIAUMiShares Gold Trust Micro$983,035$15,178 â–¼-1.5%21,0500.8%FinanceMSFTMicrosoft$871,750$29,614 â–¼-3.3%2,3550.7%Computer and TechnologyJPMJPMorgan Chase & Co.$787,466$787,466 â–²New Holding2,6770.6%FinanceJMSTJPMorgan Ultra-Short Municipal ETF$786,978$2,294 â–²0.3%15,4370.6%ETFVYMVanguard High Dividend Yield ETF$654,010$104,707 â–¼-13.8%4,4160.5%Financial ServicesBLACKROCK ETF TRUST II$640,713$4,034 â–²0.6%12,7050.5%ISHARES SHORT-TEFIDELITY WISE ORIGIN BITCOIN$539,298$36,008 â–²7.2%9,1360.4%SHSPEGPublic Service Enterprise Group$530,061$530,061 â–²New Holding6,5480.4%UtilitiesCVXChevron$503,1810.0%2,4320.4%EnergyAAPLApple$456,568$10,152 â–¼-2.2%1,7990.4%Computer and TechnologyEFAiShares MSCI EAFE ETF$449,5180.0%4,6280.4%FinanceLLYEli Lilly and Company$445,1690.0%4840.4%MedicalUMARInnovator U.S. Equity Ultra Buffer ETF - March$443,657$45,900 â–¼-9.4%11,1640.4%ETFOEFiShares S&P 100 ETF$416,0360.0%1,3080.3%ETFPFEPfizer$405,054$337 â–¼-0.1%14,4250.3%MedicalVTESVanguard Short-Term Tax-Exempt Bond ETF$404,560$404,560 â–²New Holding4,0000.3%ETFIBMInternational Business Machines$362,373$362,373 â–²New Holding1,4950.3%Computer and TechnologyAMZNAmazon.com$354,059$354,059 â–²New Holding1,7000.3%Retail/WholesaleLITELumentum$352,083$352,083 â–²New Holding5010.3%Computer and TechnologyCSCOCisco Systems$351,328$351,328 â–²New Holding4,5280.3%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$297,895$26,521 â–¼-8.2%4830.2%ETFSOSouthern$297,1850.0%3,0790.2%UtilitiesVGSHVanguard Short-Term Treasury ETF$269,050$269,050 â–²New Holding4,5960.2%ETFPGProcter & Gamble$259,4140.0%1,7960.2%Consumer StaplesSCHFSchwab International Equity ETF$247,500$247,500 â–²New Holding10,0000.2%ETFFIRST TR EXCHANGE-TRADED FD$244,842$244,842 â–²New Holding14,6000.2%WCM INTL EQUITYEMXCiShares MSCI Emerging Markets ex China ETF$235,980$235,980 â–²New Holding3,0000.2%ManufacturingSPYSPDR S&P 500 ETF Trust$210,060$210,060 â–²New Holding3230.2%FinanceQQQEDirexion NASDAQ-100 Equal Weighted Index Shares$206,8140.0%2,0990.2%ETFSHViShares Short Treasury Bond ETF$201,4620.0%1,8250.2%ETFTSLATesla$0$202,374 â–¼-100.0%00.0%Auto/Tires/TrucksShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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